Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CVA FAMILY OFFICE LLC | COM | 951 | $5,691 | 25 | 0.00 | 25 | +Inf | 12-31-2023 | |
| WEALTHCOLLAB LLC | COM | 952 | $5,463 | 24 | 0.00 | 24 | +Inf | 12-31-2023 | |
| CONCORD WEALTH PARTNERS | COM | 953 | $5,704 | 24 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| THOMAS J HERZFELD ADVISORS INC | COM | 954 | $5,188 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
